Update fund review task with syndicate terms status
Update fund review task with syndicate terms status
Your fund review tasks arrive without syndicate-term flags, leaving project coordinators unsure whether disclosures are needed. It updates task disclosures so coordinators can resolve checks same day.
Overview
Incoming deal notices often don't surface syndicate-term status, which stalls your review queue and creates unnecessary follow-up work. This flow writes the correct disclosure flag and explanatory note into the task so project managers can triage exceptions and close checks the same day.